$754 Million is the total value of Clearwater Capital Advisors, LLC's 155 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DTD | WISDOMTREE TRus total dividnd | $1,337,000 | +11.6% | 12,753 | 0.0% | 0.18% | -5.9% | |
| FEX | FIRST TR LRGE CP CORE ALPHA | $1,235,000 | +16.2% | 16,823 | 0.0% | 0.16% | -1.8% | |
| SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $743,000 | +21.0% | 10,306 | 0.0% | 0.10% | +2.1% | |
| VLUE | ISHARES TRmsci usa value | $643,000 | +17.8% | 7,399 | 0.0% | 0.08% | -1.2% | |
| HEZU | ISHARES TRcur hd eurzn etf | $599,000 | +12.0% | 19,210 | 0.0% | 0.08% | -6.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $590,000 | +24.7% | 2,203 | 0.0% | 0.08% | +5.4% | |
| HYMB | SPDR SER TRnuveen bbg brcly | $545,000 | +3.8% | 9,233 | 0.0% | 0.07% | -13.3% | |
| HEWJ | ISHARES TRhdg msci japan | $546,000 | +12.3% | 15,212 | 0.0% | 0.07% | -5.3% | |
| IBB | ISHARES TRnasdaq biotech | $518,000 | +11.9% | 3,418 | 0.0% | 0.07% | -5.5% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $488,000 | +14.0% | 8,205 | 0.0% | 0.06% | -3.0% | |
| HD | HOME DEPOT INC | $489,000 | -4.5% | 1,842 | 0.0% | 0.06% | -18.8% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $344,000 | +0.6% | 4,131 | 0.0% | 0.05% | -14.8% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $323,000 | +13.3% | 914 | 0.0% | 0.04% | -4.4% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $297,000 | +16.9% | 6,390 | 0.0% | 0.04% | -2.5% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $284,000 | +21.4% | 16,316 | 0.0% | 0.04% | +2.7% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $285,000 | +16.8% | 2,142 | 0.0% | 0.04% | 0.0% | |
| ASML | ASML HOLDING N V | $279,000 | +32.2% | 572 | 0.0% | 0.04% | +12.1% | |
| VO | VANGUARD INDEX FDSmid cap etf | $260,000 | +17.1% | 1,258 | 0.0% | 0.04% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $257,000 | +13.2% | 2,808 | 0.0% | 0.03% | -5.6% | |
| IMCB | ISHARES TRmrgstr md cp etf | $246,000 | +17.1% | 1,050 | 0.0% | 0.03% | 0.0% | |
| EUSC | WISDOMTREE TReur hdg smlcap | $243,000 | +13.0% | 7,901 | 0.0% | 0.03% | -5.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TRUST LRGCP GWT ALPHAD | 30 | Q3 2023 | 5.4% |
| X TRACKERS | 30 | Q3 2023 | 4.3% |
| WISDOMTREE U S | 30 | Q3 2023 | 4.4% |
| WISDOMTREE TRUST | 30 | Q3 2023 | 4.8% |
| SCHWAB US | 30 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 30 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 30 | Q3 2023 | 2.8% |
| ISHARES TR | 30 | Q3 2023 | 2.4% |
| FIRST TRUST | 30 | Q3 2023 | 3.3% |
| WISDOMTREE U S | 30 | Q3 2023 | 3.3% |
View Clearwater Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-26 |
View Clearwater Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.